Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding T. Rowe Price T. Rowe Price Retirement 2025 Fund I Class N/R in their Schedule of Assets, totaling $46.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EXCELA HEALTH EXCELA HEALTH 403(B) RETIREMENT PLAN | GREENSBURG PA | 3,712 | $364.9M | $43.8M |
| 2 | RED-ROCHESTER, LLC RED-ROCHESTER, LLC RETIREMENT PLAN | ROCHESTER NY | 130 | $16.6M | $1.6M |
| 3 | LEERINK PARTNERS LLC LEERINK PARTNERS 401(K) PLAN |
BOSTON MA |
| 343 |
| $76.1M |
| $1.2M |
| 4 | WALSTROM MARINE, INC. WALSTROM MARINE, INC. EMPLOYEES INVESTMENT PLAN | HARBOR SPRINGS MI | 136 | $5.8M | $42K |
